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| Provider | Service type | Compensation |
|---|---|---|
BERRY & CO., CPA'S LTD1+ years Filed as: BERRY & CO., CPA'S Service code 10 · EIN 88-0400174 | Accounting | $15,000 |
MARCO CONSULTING GROUP1+ years Filed as: THE MARCO CONSULTING GROUP Service code 17 · EIN 36-3555078 | Pension Consulting | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,739 | $56,894-95.2% | $84,753-96.8% | $62,881-95.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -6.24% | 6.30%-12.5pp | 22.78%-29.0pp | 20.14%-26.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $230 | $3,581-93.6% | $5,333-95.7% | $4,296-94.7% |